Roundview Capital LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 402 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.2%.

Quarter-by-quarter ownership
Roundview Capital LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$8,092,189
+17.8%
63,849
+4.9%
0.81%
+21.3%
Q2 2023$6,869,542
-0.6%
60,852
+0.5%
0.67%
-7.2%
Q1 2023$6,914,302
-5.3%
60,530
+0.6%
0.72%
-13.2%
Q4 2022$7,300,138
+22.1%
60,192
+2.3%
0.83%
+10.3%
Q3 2022$5,978,000
+1.8%
58,853
-0.3%
0.76%
+7.4%
Q2 2022$5,872,000
-6.6%
59,030
+0.5%
0.70%
+8.8%
Q1 2022$6,290,000
+41.6%
58,759
+2.7%
0.65%
+45.8%
Q4 2021$4,441,000
+5.8%
57,221
+0.7%
0.44%
-4.3%
Q3 2021$4,198,000
-7.4%
56,808
-4.9%
0.46%
-8.5%
Q2 2021$4,535,000
+17.3%
59,756
+5.1%
0.51%
+3.9%
Q1 2021$3,867,000
+34.8%
56,864
+2.8%
0.49%
+24.2%
Q4 2020$2,869,000
+114.6%
55,330
+66.9%
0.39%
+86.7%
Q3 2020$1,337,000
-7.3%
33,161
+15.6%
0.21%
-14.3%
Q2 2020$1,442,000
+65.2%
28,675
+25.6%
0.24%
+32.4%
Q1 2020$873,00022,8320.18%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
NameSharesValueWeighting ↓
TrueWealth Financial Partners 119,282$15,117,80912.43%
Main Management ETF Advisors, LLC 973,005$123,3198.76%
Beacon Capital Management, Inc. 1,761,010$223,190,4078.27%
Boxwood Ventures, Inc. 27,720$3,5377.16%
RFG HOLDINGS, INC. 72,674$9,210,7785.20%
Polianta Ltd 66,000$8,3644.13%
CMH Wealth Management LLC 110,925$14,154,3813.96%
GoalFusion Wealth Management, LLC 41,653$5,279,1013.92%
Tranquilli Financial Advisor LLC 42,755$5,418,7693.91%
Main Management LLC 283,281$35,9033.64%
View complete list of VANGUARD WORLD FDS shareholders